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Portfolio (Quarterly) Guide ↗

Mechanics Bank Trust Department

· CIK 0001439743
13F Portfolio $808M AUM 380 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 79 Added 80 Reduced 8 Exited
Page 7 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MS MORGAN STANLEY Financial Services 5,366.0 $1.1M 0.14% -80.0 -1.5% $209.04 +0.9%
122 XLP SELECT SECTOR SPDR TR 13,077.0 $1.1M 0.13% -2K -13.7% $83.07 +3.4%
123 DIS DISNEY WALT CO Communication Services 10,962.0 $1.1M 0.13% -80.0 -0.7% $96.25 +11.6%
124 PFE PFIZER INC Healthcare 43,631.0 $1.1M 0.13% $24.08 +16.3%
125 DE DEERE & CO Industrials 1,642.0 $1.0M 0.13% +53.0 +3.3% $634.33 -0.7%
126 GEV GE VERNOVA INC Utilities 882.0 $1.0M 0.13% $1174.86 -19.5%
127 NOC NORTHROP GRUMMAN CORP Industrials 2,033.0 $1.0M 0.13% -12.0 -0.6% $509.31 +11.5%
128 IBM INTERNATIONAL BUSINESS MACHS Technology 3,652.0 $1.0M 0.13% +372.0 +11.3% $281.21 -16.0%
129 XLB SELECT SECTOR SPDR TR 19,925.0 $1.0M 0.12% +570.0 +2.9% $50.83 +3.6%
130 INDA ISHARES TR 20,228.0 $999K 0.12% -52K -72.2% $49.39 +0.4%
131 GE GE AEROSPACE Industrials 2,498.0 $934K 0.12% +38.0 +1.5% $373.73 -7.4%
132 VIG VANGUARD SPECIALIZED FUNDS 3,849.0 $911K 0.11% +82.0 +2.2% $236.62 +3.0%
133 EMR EMERSON ELEC CO Industrials 6,359.0 $910K 0.11% +144.0 +2.3% $143.15 +8.4%
134 EFA ISHARES TR 8,470.0 $880K 0.11% $103.88 +3.4%
135 TRV TRAVELERS COMPANIES INC Financial Services 2,616.0 $864K 0.11% +316.0 +13.7% $330.12 +11.0%
136 NEE NEXTERA ENERGY INC Utilities 9,721.0 $853K 0.11% +2K +19.5% $87.77 -3.4%
137 IBTO ISHARES TR 34,770.0 $839K 0.10% +2K +5.4% $24.13 -1.3%
138 XLE SELECT SECTOR SPDR TR 15,783.0 $838K 0.10% -4K -18.1% $53.11 +20.6%
139 SUSA ISHARES TR 5,400.0 $833K 0.10% $154.30 +2.3%
140 PAYX PAYCHEX INC Industrials 8,304.0 $817K 0.10% -841.0 -9.2% $98.33 +25.6%
Page 7 of 11  ·  211 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.7%
Financial Services 25.1%
Communication Services 10.8%
Healthcare 9.4%
Consumer Defensive 8.2%
Consumer Cyclical 8.0%
Industrials 5.9%
Energy 4.3%
Utilities 1.4%
Real Estate 0.9%